See the Future of Your Campaigns: AI Simulations in 5 Seconds

Transforming manual campaign planning into AI-powered, automated marketing strategy optimization.


Project Overview

See the Future of Your Campaigns: AI Simulations in 5 Seconds

Transforming manual campaign planning into AI-powered, automated marketing strategy optimization.


85%Time Saved
500+Scenarios/Day
5sResponse Time
See the Future of Your Campaigns: AI Simulations in 5 Seconds
The Challenge

Modernizing Complex Campaign Planning

The client's existing campaign strategy planning process was restricted by significant limitations: Rigid legacy calculation models that couldn't adapt quickly Manual configuration of decision paths requiring expert intervention High reliance on subject matter expert judgment Difficulty making rapid adjustments when client requirements changed Limited ability to run "what if" scenarios at scale Manual processes that bottlenecked strategic planning This complexity prevented the organization from delivering real time projections and intelligent recommendations to their clients. With growing demand for dynamic marketing strategy capabilities, the client needed to: Simulate campaign performance dynamically Reduce manual intervention in strategy development Enable non technical users to explore strategic outcomes Prepare the groundwork for a future AI powered optimization engine Constraints included: Legacy systems: Required integration with existing HCMA platform Complex domain: Sophisticated marketing strategy models needed digitization User accessibility: Solution needed to work for non technical strategists Future proofing: Architecture had to support upcoming AI capabilities

IMPACT

High

Strategic Bottleneck Reduction

Approach to Transformation

Edstem partnered with the client to implement a phased, collaborative methodology: Requirements Analysis: Understanding complex marketing strategy workflows Architecture Design: Building a flexible, AI ready foundation Development: Performance Simulator implementation with Tableau integration Testing & Deployment: Quality assurance and user training Ongoing Enhancement: HCMA platform modernization and AI expansion planning Key decisions prioritized: Architecture priority for future AI agents Intuitive user experience for non technical strategists Tableau integration for familiar visualization experience Scalable data models for multi scenario simulations

Technology Stack

Tableau
HCMA Platform
AI-Ready Architecture
Simulation Engine
THE SOLUTION

Performance Simulator & AI-Ready Platform

Performance Simulator Application Dynamic scenario simulation with real time projections User friendly interface for non technical strategists Flexible adjustment of budgets, audiences, products, and channels Instant visualization of projected campaign outcomes Automated Marketing Performance Projections Calculation engine for campaign results prediction Support for credit card and product promotion scenarios Integration with existing marketing strategy models Digitization of complex business rules and decision trees Integrated Reporting & Visualization Tableau based dashboards for performance outcomes Data driven decision making tools Visual representation of simulation results Fast access to strategic insights AI Ready Architecture Designed as foundation for future conversational AI agent Scalable data models supporting autonomous strategy generation Flexible framework for AI driven workflow automation Prepared infrastructure for dynamic model recalibration HCMA Platform Enhancements Modernization of legacy analytics workflows Improved data pipeline reliability Enhanced data accuracy for simulator integration Scalable infrastructure aligned with future AI development Through this engagement, the client eliminated manual bottlenecks, enabled scalable scenario planning, and established a foundation for autonomous AI-driven marketing intelligence.

Dynamic Simulation Engine

Real-time scenario simulations with instant projections for non-technical strategists

Automated Projections

Calculation engine predicts campaign performance across channels, budgets, and audiences, reducing manual effort and SME dependency.

< Real-Time Results

Integrated Visualization

Tableau dashboards provide fast access to strategic insights and scenario results

  • Visual Analytics
  • Data-Driven Decisions

Dynamic Simulation

Real-time scenario calculations for instant decision-making

AI-Ready Architecture

Foundation for autonomous strategy generation

Tableau Integration

Integrated dashboards for visualized performance outcomes

Operational Efficiency

Eliminates manual bottlenecks and speeds up planning

Operational Transformation

Impact & Outcomes

### Strategic Foundation Established - Created baseline for AI-driven marketing strategy roadmap - Enabled future AI agent capable of autonomous strategy generation - Positioned client for conversational AI queries: *"What is the best marketing strategy for Client X given a $Y budget?"* ### Operational Transformation - Eliminated manual bottlenecks in strategy development - Senior strategists can test ideas instantly without engineering intervention - Users gained ability to iterate strategies on the fly - Changes no longer require code modifications or deep SME involvement ### Enhanced Decision Quality - Enabled scalable scenario planning across channels, budgets, and audiences - Multiple "what-if" scenarios can run simultaneously - Dramatic improvement in strategic decision quality - Reduced time from idea to validated strategy ### Business Growth Catalyst - Success sparked new multi-phase AI program including: - AI-driven workflow automation - Dynamic model recalibration - Integrated campaign execution triggers - Positioned client at forefront of marketing technology innovation - Transformed from traditional human-driven model to agile AI-powered platform

Foundation Ready
AI Agent Preparation
Strategic Planning
Eliminated Bottlenecks
Operational Efficiency
Strategy Workflows
Scalable
Scenario Planning
Multi-Scenario Simulation
Future Ready
AI Expansion
Conversational AI

Before

  • Rigid legacy calculation models
  • Manual configuration of decision paths
  • High SME dependency
  • Limited scenario testing and adaptability

After

  • Dynamic simulation engine with real-time projections
  • Automated marketing performance predictions
  • Integrated Tableau dashboards for fast insights
  • AI-ready architecture for future autonomous agents
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